Source: Netra by DSP
Categories
Gold Vs Equity
Source: Netra by DSP
Categories
The Case for Short Selling
Source: Raging Capital
Categories
Linkfest: 06 February, 2025
Some stuff I am reading today morning:
Big Ticket IPOs in February 2025 (Fortune)
Why Nifty may cross 25,000 (BW)
Why markets will remain under pressure due to FII selling (FE)
Record demand for Gold (OP)
RBI Governor Malhotra expected to cut rates (BS)
Interview with Sunil Shah (BT)
Trump administration focusing on 10Y Yields (Yahoo)
The case for short selling (Raging Capital)
Making Markets in Time (Pivotal)
The Danger of “Breaking Even” Mindset (AM)
Categories
Chart: Nifty EPS
Source: Monarch AIF
Categories
Linkfest: 05 February, 2025
Some stuff I am reading today morning:
Markets await RBI rate cut (MC)
Gold breaches Rs 85,000 mark (HT)
China’s critical mineral export curbs (OP)
Feb 2025 Letter to Investors (Monarch AIF)
Gold: The immortal asset (Aequitas)
Shit VCs of India (Akhil)
Interview with Howard Marks (The Market)
Deep Seek crashes the AI party (Aswath Damodaran)
How to invest for a post-AGI world ($ & Data)
When incentives change, I change my mind (BI)